See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,411 | $167,307-48.9% | $143,757-40.6% | $134,475-36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.28% | 0.46%+0.8pp | -0.04%+1.3pp | 417.96%-416.7pp |
| Employer contribution / active EE | $1,083 | $5,619-80.7% | $4,951-78.1% | $4,740-77.2% |
| Participant deferral / active EE | $2,178 | $6,446-66.2% | $5,637-61.4% | $6,400-66.0% |
| Admin fee / account holder | $1,003 | $18,088-94.5% | $14,673-93.2% | $11,426-91.2% |